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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,615 | $132,634-44.5% | $115,768-36.4% | $137,256-46.4% |
| Participation rate | 31.3% | 77.9%-46.6pp | 74.4%-43.1pp | 80.0%-48.7pp |
| Annual return | 18.62% | 160.70%-142.1pp | 100.46%-81.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $698 | $3,360-79.2% | $2,940-76.2% | $4,156-83.2% |
| Participant deferral / active EE | $1,392 | $5,619-75.2% | $4,917-71.7% | $6,407-78.3% |
| Admin fee / account holder | $585 | $15,028-96.1% | $12,439-95.3% | $12,270-95.2% |